See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,785 | $201,272+33.0% | $184,203+45.4% | $145,922+83.5% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 9.07% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,390 | $7,022-66.0% | $6,427-62.8% | $4,660-48.7% |
| Participant deferral / active EE | $6,835 | $9,806-30.3% | $9,131-25.1% | $6,688+2.2% |
| Admin fee / account holder | $2,979 | $16,364-81.8% | $13,901-78.6% | $13,397-77.8% |